With earnings season coming to a close, focus has shifted from pre-virus to COVD and post-COVID recovery. Loan loss provisions, client risk, and client activity is an important factor to keep in mind across the board. Assessing the market can't be oslated to SPX500 FOMO. The global macro market is signaling a very different story. Keep in mind financials here in the U.S. remain down 25% per sector. This is specific to the U.S., and reflects the gravity of the entire situation around the world.
Commentaire:
This is not personal investment advice.
